How to Change Your Import Date from CLIO
Overview: This article will walk you through the steps of how to change your Import From Date for CLIO in TrustBooks
Note: You must be synchronized with CLIO. Here are the steps to Synchronize your CLIO with TrustBooks How to Synchronize with CLIO
Step 1. Start on the Dashboard Page and select MISCELLANEOUS and Manage Integrations.
Step 2. On the MANAGE INTEGRATIONS page select Manage Clio Sync.
tep 3. On the MANAGE CLIO INTEGRATION page select the small blue trashcan next to the TrustBooks Bank Account.
Step 4. Select YES, REMOVE from the pop up window.
Step 5. This will remove the link and you can now select the Clio Bank Account and the Import From Date.
Step 6. Select Link Accounts.